Balto: Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls. Intelligent Summary+: An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Balto when guiding agents live through objections and compliance requirements matters most, and Intelligent Summary+ when legal teams generating issue-organized deposition memos for briefing and trial prep matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Real-time AI guidance and agent-assist platform that coaches contact-center and sales agents live during calls.
An AI-powered deposition summarization tool from Esquire Deposition Solutions that turns legal deposition transcripts into topic-organized summaries with hyperlinked page/line citations.
Balto is a contact-center AI platform centered on real-time guidance during live customer and sales calls. Rather than focusing on post-call review, Balto listens to conversations as they happen and surfaces dynamic prompts, objection-handling cues, compliance checklists, and knowledge-base answers to the agent in the moment. Its Agent Assist pulls relevant information so reps can respond to customer questions instantly, while real-time QA automatically scores interactions across all calls and flags compliance risk early, maintaining an audit trail for supervisors. Coaching automation tailors recommendations to each agent's performance, and real-time note generation produces call summaries without manual write-ups. Balto also offers voice AI agents to handle high-volume, repeatable calls and supports omnichannel context across voice and digital channels. It integrates with CRMs and telephony systems such as Salesforce and RingCentral. The platform is used across industries including healthcare, insurance, banking, collections, and home improvement, and is aimed at contact centers and sales teams that want in-the-moment guidance, compliance assurance, and automated quality management at scale. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Intelligent Summary+ is an AI-powered deposition summarization service from Esquire Deposition Solutions, launched May 30, 2024. Rather than capturing audio itself, it ingests completed deposition transcripts — including transcripts not produced by Esquire — and uses patent-pending AI built on external Large Language Model providers to analyze them. The output is a single DOCX document containing the full transcript alongside several layers of analysis: a Deposition Abstract encapsulating the proceeding, one to five pages of extracted Key Admissions, a Page/Line Summary organized by topic with hyperlinked page/line citations back to the source dialogue, and a Deposition Memo that organizes the summary thematically around key legal and factual issues. The system parses deponent names and gender pronouns and applies two layers of human quality control. Esquire states the platform is SOC 2 Type II, ISO 27001:2013 certified, and HIPAA compliant, and that data is not retained for AI training. It targets litigators and legal teams assessing, preparing, briefing, and trying cases, with same-day turnaround available for transcripts received during business hours.
Best suited for
Balto is a free tier with paid upgrades (freemium); Intelligent Summary+ is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Balto | Intelligent Summary+ |
|---|---|---|
| Core capability | Real-time, in-call guidance with dynamic prompts and objection cues | AI-generated page/line transcript summaries with hyperlinked citations to source dialogue |
| Standout feature | Agent Assist that surfaces knowledge-base answers live | Deposition Memo organizing the summary thematically around key legal and factual issues |
| Team usage | Automated quality assurance scoring across 100% of calls | Automatic extraction of key admissions (one to five pages) |
| Integrations | Real-time compliance monitoring with audit trails | Deposition Abstract providing a brief encapsulation of the full deposition |
| Languages & capture | Automated call summaries and coaching recommendations | Two layers of human quality control on AI output |
| Best-fit workflow | Integrations with CRMs and phone systems such as Salesforce and RingCentral | DOCX delivery containing the summary alongside the full transcript |
Balto
Choose Balto if you need guiding agents live through objections and compliance requirements — strengths include guides agents during the call rather than only analyzing afterward.
Intelligent Summary+
Choose Intelligent Summary+ if you need litigators rapidly assessing and preparing deposition testimony for case strategy — strengths include purpose-built for legal depositions with accurate page/line citations back to the source transcript.
Balto
Intelligent Summary+
It depends on your workflow. Balto is strong for guiding agents live through objections and compliance requirements, while Intelligent Summary+ is strong for litigators rapidly assessing and preparing deposition testimony for case strategy. Both transcribe and summarize meetings.
Balto is a free tier with paid upgrades and Intelligent Summary+ is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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